sf_cc_setup — Salesforce Claude Code Skills

A ready-to-use Claude Code setup for Salesforce teams. Clone this repo into your Salesforce project and get 3 specialized AI skills out of the box.

What's included

Skill	Invoke	Purpose
sf-build	/build	Apex, LWC, Flows, Validation Rules, Users, Config
sf-data	/data	SOQL, CSV imports, SFDMU, Data Quality
sf-deploy	/deploy	Deployments, Sandbox management, Security Audit

Simple mental model:

• "I need to build or change something" → /build
• "I need to view or move data" → /data
• "I need to deploy or audit something" → /deploy

Setup

1. Copy into your Salesforce project root

# Option A: clone directly into your project
git clone https://github.com/NicoIO-beep/sf_cc_setup.git .

# Option B: copy into an existing project
cp -r sf_cc_setup/CLAUDE.md sf_cc_setup/.claude your-project/

2. Replace the org aliases

Open CLAUDE.md and the 3 skill files and replace the sandbox aliases with your own:

Placeholder	Replace with
DEV_SANDBOX	Your dev sandbox alias
UAT_SANDBOX	Your UAT sandbox alias

# Quick replace (macOS/Linux)
grep -rl "DEV_SANDBOX" . | xargs sed -i 's/DEV_SANDBOX/YOUR_DEV_ALIAS/g'
grep -rl "UAT_SANDBOX" . | xargs sed -i 's/UAT_SANDBOX/YOUR_UAT_ALIAS/g'

3. Start Claude Code and use the skills

claude

Then type a skill command followed by your task:

/build   Write me an Apex trigger for Account
/data    SOQL query for all open Opportunities this quarter
/deploy  Deploy AccountTrigger from dev to UAT

Security notes

• No credentials, tokens or passwords are stored in this repo
• Org aliases are generic placeholders — replace them with your own
• All skills follow the principle: never deploy to Production directly
• PII and real customer data must never be used in prompts

Requirements

• Claude Code
• Salesforce CLI (sf)
• Authenticated org connections (sf org login web --alias YOUR_ALIAS)

New to this setup? No Salesforce DX project yet? On Windows without admin rights? → Read SETUP.md for step-by-step instructions.